Company · Investment Banking
Finalis
Finalis’ commitment to redefining the capital markets through innovation has made it the world’s fastest-growing dealmaking platform. The Finalis platform supercharges independent investment bankers, placement agents, and M&A advisors globally. Finalis’ Deal Engine automates and accelerates every aspect of the deal life-cycle from start to finish on their deal life-cycle: from Execute, to Connect, through Payments with the market’s most attractive rates, resulting in substantial cost savings for our partners which leverage a growing global network of over 600 bankers. With Finalis Execute, customers effortlessly streamline dealmaking processes using cutting-edge, compliant, and technology-driven workflows, ensuring efficiency and accuracy throughout the entire deal lifecycle. With Finalis Connect, customers gain access to the industry’s fastest-growing network of professionals, including investment bankers, placement agents, M&A advisors, funds, and companies actively seeking new opportunities in the capital markets. With Payments, customers access a custom-built solution that delivers secure wire tracking, same-day processing, and expert regulatory compliance monitoring. Together, these solutions provide customers with unparalleled leverage and confidence in executing capital markets transactions. Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.
Team composition
Roles at Finalis
51 to 200 staff
- 6customer success manager
- 4growth manager
- 3people team lead
- 2backend developer
- 2brand designer
- 2compliance officer
- 2director of growth
- 2lead generation specialist
- 2marketing intern
- 2product designer
- +73more roles
On record
Showing 9 of 127
Reveal on Kipplo
Get the full team — names, verified emails, phone numbers — in the Kipplo app.
Unlock teamFiled under Investment Banking in United States.